LWCFA
ATHN
Loring Wolcott & Coolidge Fiduciary Advisors’s Athenahealth, Inc. ATHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-70
| Closed | -$9K | – | 789 |
|
|
2018
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 572 |
|
|
2018
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 542 |
|
|
2018
Q2 | $11K | Hold |
70
| – | – | ﹤0.01% | 545 |
|
|
2018
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 586 |
|
|
2017
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 580 |
|
|
2017
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 567 |
|
|
2017
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 551 |
|
|
2017
Q1 | $8K | Sell |
70
-63
| -47% | -$7.2K | ﹤0.01% | 567 |
|
|
2016
Q4 | $14K | Hold |
133
| – | – | ﹤0.01% | 503 |
|
|
2016
Q3 | $17K | Hold |
133
| – | – | ﹤0.01% | 496 |
|
|
2016
Q2 | $18K | Buy |
133
+63
| +90% | +$8.53K | ﹤0.01% | 494 |
|
|
2016
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 539 |
|
|
2015
Q4 | $11K | Hold |
70
| – | – | ﹤0.01% | 560 |
|
|
2015
Q3 | $8K | Hold |
70
| – | – | ﹤0.01% | 562 |
|
|
2015
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 562 |
|
|
2015
Q1 | $8K | Hold |
70
| – | – | ﹤0.01% | 578 |
|
|
2014
Q4 | $10K | Hold |
70
| – | – | ﹤0.01% | 560 |
|
|
2014
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 545 |
|
|
2014
Q2 | $9K | Sell |
70
-105
| -60% | -$13.5K | ﹤0.01% | 566 |
|
|
2014
Q1 | $28K | Hold |
175
| – | – | ﹤0.01% | 463 |
|
|
2013
Q4 | $24K | Buy |
+175
| New | +$24K | ﹤0.01% | 456 |
|